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blueakers
Level 1

Locations

So I upgraded to plus from essential because I am adding a 2nd location and locations was only available under plus version.  I use online only and not on computer.

 

After upgrading I was able to add the new location the the original location all showing under location "not specified.  I have several years of  data so i am curious how to take all that not specified data and assign it all in mass to a location name.

7 Comments
Rubielyn_J
QuickBooks Team

Locations

Congratulations on your upgrade, @blueakers.

 

Assigning location in batch to previous transactions isn't available in QuickBooks Online. You will need to edit the transactions individually to assign a location. This way it will not be taken as not specified data.

 

Here's how:

  1. Log in to your QuickBooks account.
  2. Find the transaction you want to assign a location. 
  3. Under the Location dropdown menu, choose a location.
  4. Once done, click Save.

You can summarise your income and expenses for each location to see which areas in your business are operating. Please follow step 4 in this article for the details: Run a Profit and Loss report in QBO.

 

I'll be right here if you have more questions about the process. Let me know by leaving a comment below. Keep safe.

blueakers
Level 1

Locations

Thanks for they reply Rubielyn.  Will not work for me.  I have 1000's of transactions from the prior 3 years in essentials version.  Would take me hundreds of hours to go back and add location to every transaction.  

 

Quickbooks has clearly never considered a single location account using essentials would add another location and upgrade to plus.   

 

I will offer some free guidance.  If Quickbooks had thought this through when you upgraded and added locations to your list it would ask you if you want to assign all current data to a specific location.  Location is a driver of my upgrade and appears QBO never considered this and offered path to assign data.  Might be worth the QBO team actually stepping through some real world reasons upgrade to plus and providing some workable solutions so your old data can enjoy the new features.

 

Leaving it as Not specified is a horrible path forward and who has the time to got back and add it to 3 years of data. 

Rubielyn_J
QuickBooks Team

Locations

Thank you for getting back in here, @blueakers

 

I get your point and see how essential it is to save time if you can add the location in batch to your previous transactions.

 

You can check for third-party apps that you can integrate with QuickBooks to do the assigning of locations in batch. You can check this link to get a better comparison that suits your business needs: https://apps.intuit.com/app/apps/home.

 

Also, you may check out our QuickBooks Blog. From there, you can look for the new updates rolled out for QuickBooks. 

 

Please let me know should you need anything else. I'll be here to help. Have a prosperous day.

Fiat Lux - ASIA
Level 15

Locations

@blueakers 

Utilize a 3rd party tool to help you. Export your data out, modify the Location field, and import them back in bulk.

https:// transactionpro.grsm.io/qbo

 

William Lavasque
Level 3

Locations

So another issue I find with location tracking is again like classes it doesn't do balance sheet transfers, we again have to come up with another work around like doing the transfer as a journal entry as opposed to using the transfers screen. 

IamjuViel
QuickBooks Team

Locations

Hello, @William Lavasque.

 

I appreciate you for sharing your feedback about generating a Balance Sheet report that includes location tracking. Let me guide you in customizing the Balance Sheet Detail report. It displays a  detailed view of what you own (assets), what you owe (liabilities), and what you invested (equity).

 

Here's how:

  1. Go to the Report menu.
  2. Choose the Reports tab.
  3. From the Business Overview section, select the Balance Sheet Detail report.
  4. Click the Customize button.
  5. Expand the Rows/Columns section.
  6. Make sure to put a checkmark on the Location tick box. 
  7. Click Run Report

Just make sure that to add a location on all of your transactions. This way, it will reflect on the Location column. You can read through this article for more detailed steps in customizing reports and saving it: Customize reports in QuickBooks Online.

 

Also, you can browse these articles to learn more about how QuickBooks handles location tracking and generating related-financial reports:

Always feel free to leave a post below if you have other questions about using QuickBooks to track your business finances. I'm always here to lend a hand.

William Lavasque
Level 3

Locations

I know this, but what I am saying is if you do a transaction either as a transfer entry or even accounts payable bill pay. There is not  a place to add the location, so when you run the report for locations it excludes that amount. There by making the Balance Sheet off by those amounts. The work around I've found for transfer is to just make an additional JE to assign the location tracking, then in the same entry reverse it without adding class tracking to it. It's like instead of using the features in quickbooks I should be recording everything as a JE instead so I can put location tracking on there. 

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